Admin Tools
Easily manage users, accounts, billing, and your store's design with Off the Shelf's admin tools.
Admin Tools
Admin Tools can be found by clicking on your name, and selecting “Admin Tools”.
Activate/Deactivate Users
Select “User Management”. This will return a list of the existing Users, their emails, roles and an option to “Edit”, “Deactivate”, or Reset Password per user.
The Edit option will allow you to change name, email and admin status.
Reset Password will send a reset email to the User’s email. Once the password has been reset, the user will be logged out of all instances of their account and need to log back in with their updated information.
The Add User plus button will prompt you to enter a User’s email and name, and select Admin status. Off The Shelf will send a verification message to their email. Once added, you will have the option to “Deactivate” their account or Resent Confirmation email.
Pricing Config
Pricing Config allows admins to set Labor Cost, Labor Price and Material Margins. You can find this tool by clicking on your name in the top right corner, selecting “Pricing Config” and the Plus button for Add Pricing. This will also show you a history for past pricing rates. See “Pricing Terms, Explained!” for more information.
Logo Upload
Select “Choose File” to upload your company’s logo file. This will place your logo on PDF versions of Sales Orders and Purchase Orders.
Please note there is a 1MB Max Image File Size.
Subscription and Billing
If you are using a trial subscription, select Subscription and Billing at the bottom of the page to check your expiration date. From here, you can also sign up for a paid subscription. If you choose to sign up, click “Sign Up”.
You will be redirected to our payment processing site, where you will be prompted to enter your email and credit card information. Once the payment has processed, you will be emailed a receipt to the email that was provided.
Once you have a paid subscription, use this same tool to view/download your most recent invoice, update billing method, or cancel your subscription.
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